april15
New Member

I changed job at 2017, 401k plan over contributed; I had withdrawn the excess deferral. But no revised W2 & no 1099-R until 2019, How can I do on my 2017 tax return?

Because I changed job at 2017, my 401k plan was over contributed, but now I had withdrawn the excess deferral. I know this overpayment should be report as my 2017 income, but no revised W2 I can get, and I can't receive Form 1099-R until 2019, if I use the original W2 for 2017 tax return, how can IRS know I had withdrawn the overpayment from 401k account? How can I do for my 2017 tax return? Could you step by step teach me the detail tax treatment of excess contribution? Thank you!